Position details
PARAPLANNER ASSISTANT
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Chorley
£30000 - £32000 10/04/2026
NJR16603
£30000 - £32000 10/04/2026
NJR16603
DESCRIPTION
Paraplanning Associate
Chorley (Hybrid - 2 Days WFH)
Salary: Up to £32,000
A fantastic opportunity has arisen for a Paraplanning Associate to join a growing financial planning firm in Chorley. This role is ideal for someone with industry experience who is looking to develop their technical knowledge and progress within a supportive paraplanning team.
The Role
Working as part of the Paraplanning team, you will support the delivery of high-quality, compliant financial planning reports. You will gain exposure to a wide range of advice cases while developing your technical skills and understanding of the full client journey.
Key Responsibilities
\" Interpret client files and adviser instructions to assist in producing Financial Planning Reports
\" Carry out research and analysis to identify suitable providers, products, and investment solutions
\" Support the preparation of accurate, well-presented reports within agreed timescales
\" Liaise with the Technical Team Leader and Compliance Team where required
\" Maintain accurate records and update internal systems regularly
\" Ensure all work meets compliance and regulatory standards
\" Commit to ongoing development and achieving required competency levels
About You
\" Minimum 3 years\' experience within a Financial Planning firm
\" Working towards Level 4 Diploma in Financial Planning (or equivalent)
\" Good understanding of UK financial services regulation
\" Strong written and verbal communication skills
\" High attention to detail with a methodical approach
\" Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
\" Able to prioritise workload and work effectively in a fast-paced environment
\" Team player with a proactive and professional attitude
What\'s on Offer
\" Salary up to £32,000
\" Hybrid working (2 days from home)
\" 28 days annual leave plus bank holidays, with option to buy additional days
\" Pension scheme with 4% employer contribution
\" Group life cover (4x salary)
\" Rolling sick pay scheme
\" Full exam and training support
\" Supportive environment with clear progression opportunities
Why Apply?
This is an excellent opportunity for an ambitious individual looking to build a long-term career in paraplanning, with structured development and strong support from an experienced technical team.
Apply today via NJR Recruitment or call quoting the reference NJR16603
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Chorley (Hybrid - 2 Days WFH)
Salary: Up to £32,000
A fantastic opportunity has arisen for a Paraplanning Associate to join a growing financial planning firm in Chorley. This role is ideal for someone with industry experience who is looking to develop their technical knowledge and progress within a supportive paraplanning team.
The Role
Working as part of the Paraplanning team, you will support the delivery of high-quality, compliant financial planning reports. You will gain exposure to a wide range of advice cases while developing your technical skills and understanding of the full client journey.
Key Responsibilities
\" Interpret client files and adviser instructions to assist in producing Financial Planning Reports
\" Carry out research and analysis to identify suitable providers, products, and investment solutions
\" Support the preparation of accurate, well-presented reports within agreed timescales
\" Liaise with the Technical Team Leader and Compliance Team where required
\" Maintain accurate records and update internal systems regularly
\" Ensure all work meets compliance and regulatory standards
\" Commit to ongoing development and achieving required competency levels
About You
\" Minimum 3 years\' experience within a Financial Planning firm
\" Working towards Level 4 Diploma in Financial Planning (or equivalent)
\" Good understanding of UK financial services regulation
\" Strong written and verbal communication skills
\" High attention to detail with a methodical approach
\" Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
\" Able to prioritise workload and work effectively in a fast-paced environment
\" Team player with a proactive and professional attitude
What\'s on Offer
\" Salary up to £32,000
\" Hybrid working (2 days from home)
\" 28 days annual leave plus bank holidays, with option to buy additional days
\" Pension scheme with 4% employer contribution
\" Group life cover (4x salary)
\" Rolling sick pay scheme
\" Full exam and training support
\" Supportive environment with clear progression opportunities
Why Apply?
This is an excellent opportunity for an ambitious individual looking to build a long-term career in paraplanning, with structured development and strong support from an experienced technical team.
Apply today via NJR Recruitment or call quoting the reference NJR16603
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
